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CHANGE IN RATINGS

American Axle & Mfg

(AXL) - Get Report

downgraded at Barclays to Equal Weight from Overweight and price target lowered to $11 from $13. Investors are likely to favor suppliers with less leverage and stronger organic growth prospects.

Boeing

(BA) - Get Report

upgraded at Goldman from Neutral to Buy. Company was also added to the Conviction List, given continued expected growth in the aerospace sector. Estimates also boosted, as the company should see higher margins. $90 price target.

BorgWarner

(BWA) - Get Report

upgraded at Barclays to Overweight from Equal Weight on valuation. Price target held at $48.

Carefusion

(CFN)

upgraded at Susquehanna to Positive. $33 price target. Last quarter likely marked a floor in the company's earnings.

Cemex

(CX) - Get Report

upgraded at Credit Suisse to Outperform from Neutral as U.S. construction market is turning the page. Price target jumped to $15 from $10.

El Paso

( EP) upgraded at Morgan Stanley to Overweight. $15 price target. Company has closed its funding gap and management should improve execution over the coming quarters.

Fortress

upgraded at Goldman to Buy. $7.50 price target. Organic growth is improving.

General Dynamics

(GD) - Get Report

downgraded at Goldman from Buy to Neutral. Valuation call, based on an $87 price target.

KAR Auction

(KAR) - Get Report

downgraded at Goldman from Buy to Neutral. Valuation call, based on a $17 price target.

Moodys

(MCO) - Get Report

downgraded at Piper Jaffray to Neutral from Overweight. Price target lowered to $30 from $38. Maintains 2010 EPS estimates of $1.87.

Northern Trust

(NTRS) - Get Report

upgraded at Goldman to Buy. Company should benefit from higher currency volumes. $59 price target.

OfficeMax

(OMX)

upgraded at Goldman from Neutral to Buy. $22 price target. Visibility is improving, along with the employment data.

Rackspace

(RAX)

downgraded at ThinkEquity from Buy to Hold. Company could face margin headwinds.

Rue21

(RUE)

initiated at Credit Suisse with an Outperform rating and $41 price target. One of the great remaining retail stories.

Sapient

(SAPE)

upgraded at Piper Jaffray to Neutral from Underweight. Price target raised to $9 from $7. 2010 EPS estimates lowered to $0.33 from $0.34.

Stifel Financial

(SF) - Get Report

upgraded at KBW to Outperform from Market Perform. Recent pullback has created a buying opportunity. $64 price target.

SS&C Technologies

(SSNC) - Get Report

initiated Credit Suisse with an Outperform rating and $19 price target. Well positioned to capitalize on the recovery in the financial services market.

SS&C Technologies

(SSNC) - Get Report

initiated at JP Morgan: Overweight rating and $19 price target. Introduces 2010 EPS estimates of $0.83.

SS&C Technologies

(SSNC) - Get Report

rated new Equal-weight at Morgan Stanley. Stock has already performed well following its IPO, but the company has an attractive recurring revenue model.

Thor Industries

(THO) - Get Report

upgraded at Baird from Neutral to Outperform. $40 price target. Company had a strong quarter, has low inventory and seeing more robust orders.

Time Warner

(TWC)

upgraded at UBS from Neutral to Buy. $57 price target. Improvements in the economy and competitive environment should help the company drive growth.

inVentive Health

( VTIV) downgraded at Barclays to Equal Weight from Overweight as the company entered into an agreement to be acquired by Thomas H. Lee for $26 a share. Price target held at $26.

Yahoo!

(YHOO)

upgraded at Susquehanna to Positive. $19 price target. Valuation call, as the market is underestimating the MSFT deal and the company's Chinese assets.

STOCK COMMENTS / EPS CHANGES

Ameristar Casinos

(ASCA)

numbers cut at Goldman through 2012. Company is seeing lower sales and margins across the board. Neutral rating and new $18 price target.

Cisco Systems

(CSCO) - Get Report

estimates raised at Morgan Stanley through 2012. Company is likely to beat expectations this week and boost guidance. Equal-weight rating.

Cisco Systems

(CSCO) - Get Report

estimates upped at UBS through 2011. Lead times are coming down and Tandberg should have a bigger impact on results. Neutral rating and $28 price target.

Cablevision

(CVC)

estimates, target boosted at Goldman. Shares seen reaching $24. Estimates also upped, given better video growth trends. Neutral rating.

Gaylord Entertainment

( GET) numbers raised at FBR. Shares of GET now seen reaching $32. Estimates also increased, given improving trends outside of the damage to Opryland. Outperform rating.

Goodrich

( GR) cut from Conviction Buy List at Goldman. Stock has been flat versus the market, but estimates remain ahead of consensus expectations. $90 price target.

Madison Square Garden

(MSG) - Get Report

estimates increased at UBS through 2011. Company is seeing strong affiliate fees and lower player costs. Neutral rating and $22 price target.

Ralcorp

( RAH) estimates, target reduced at UBS. Shares of RAH now seen reaching $68. Estimates also lowered, given higher expected promotional spending. Neutral rating.

Sandridge

(SD) - Get Report

estimates, target reduced at Goldman. Shares of SD now seen reaching $8. Estimates also lowered, given lower production rates and higher expected costs. Neutral rating.

Staples

(SPLS)

estimates lowered at UBS. SPLS estimates were cut through 2012. Company has currency exposure from Europe. Neutral rating and $26.25 price target.

SolarWinds

(SWI) - Get Report

added to Conviction Buy List at Goldman. Stock has pulled back, though commercial demand remains strong. $28 price target.

Textron

(TXT) - Get Report

estimates increased at Morgan Stanley through 2012. Company is seeing better industrial demand. Overweight rating and $30 price target.

Warner Chilcott

(WCRX)

estimates lowered at Goldman through 2013. Company is seeing lower sales across the board. Neutral rating and $26 price target.

Cimarex Energy

(XEC) - Get Report

numbers boosted at UBS. Shares of XEC now seen reaching $70. Estimates also upped, as the company is seeing a higher mix of liquids and lower costs. Buy rating.

This article was written by a staff member of TheStreet.com.